Business Development Associate
LPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to shape their success while helping clients pursue their financial goals. The Business Development Associate will be responsible for driving Financial Advisor lead flow to LPL’s Advisor Recruiting team through prospecting, lead qualification, and effective reporting.
Responsibilities
- Prospect financial advisors to gauge/create interest in meeting with a LPL recruiter
- Use the news cycle, territory makeup and direction of the recruiters/leaders to execute on weekly prospecting campaigns
- Use independent judgement to qualify a lead, determining if the lead should be introduced to the pipeline by presenting to the Internal Regional Director or field Regional Director
- 100 outreaches per day – cold calls (primary), individual emails and social media outreaches (LinkedIn)
- Utilize Salesforce.com to track individual KPIs and understand the impact of lead flow on territory funnel and results
- Develop skillset, knowledge base and industry experience in order to qualify for next level opportunity as an Internal Regional Director
Skills
- Bachelor's degree in Business, Finance or related areas
- Ability to communicate effectively with leadership, field recruiting professionals, and internal recruiters
- Must be in office 3 days a week (Tuesday - Thursday)
- Highly motivated and resilient by achieving sales targets consistently
- Ability to quickly build rapport, primarily via phone based communication
- Comfortable with some travel, two times per year for training
- Experience with MS Word, MS Excel, MS PowerPoint, Salesforce, MS Outlook
- Experience or understanding of broker/dealers, advisory, finance or sales principals
Benefits
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
Company Overview